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Otis Worldwide

1,123 hedge funds and large institutions have $31.9B invested in Otis Worldwide in 2023 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 333 increasing their positions, 445 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $193M | Put options by funds: $98.1M

46% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 65

2% more funds holding

Funds holding: 1,0991,123 (+24)

3% more capital invested

Capital invested by funds: $30.9B → $31.9B (+$1.02B)

10.61% less ownership

Funds ownership: 97.38%86.77% (-11%)

25% less repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 445

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
1,123
Holders Change
+24
Holders Change %
+2.18%
% of All Funds
17.63%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
95
Increased
333
Reduced
445
Closed
65
Calls
$193M
Puts
$98.1M
Net Calls
+$95.2M
Net Calls Change
+$151M
Name Holding Trade Value Shares
Change
Change in
Stake
CSC
876
Caldwell Sutter Capital
California
$122K +$115K +1,370 New
ACA
877
Atlas Capital Advisors
Wyoming
$121K
HS
878
Horan Securities
United States
$121K +$33.9K +402 +42%
ECM
879
Estabrook Capital Management
New York
$120K -$25.3K -300 -18%
BWP
880
Baldwin Wealth Partners
Massachusetts
$118K
CCMW
881
Cypress Capital Management (Wyoming)
Wyoming
$116K -$2.11K -25 -2%
SC
882
Steph & Co
Wisconsin
$112K
QC
883
Quent Capital
New York
$112K -$2.61K -31 -2%
GWM
884
Geneos Wealth Management
Colorado
$110K +$10K +119 +11%
AWM
885
AllSquare Wealth Management
New York
$110K
MG
886
Mather Group
Illinois
$110K +$104K +1,231 New
PSB
887
Piscataqua Savings Bank
New Hampshire
$107K -$1.01K -12 -1%
AA
888
Alta Advisers
United Kingdom
$107K
CI Investments Inc
889
CI Investments Inc
Ontario, Canada
$106K +$7.33K +87 +8%
Parallax Volatility Advisers
890
Parallax Volatility Advisers
California
$105K -$1.2M -14,211 -92%
KIG
891
Kessler Investment Group
Indiana
$104K
CSB
892
City State Bank
Iowa
$101K -$758 -9 -0.8%
HBW
893
Hazlett, Burt & Watson
West Virginia
$101K +$12K +142 +14%
CA
894
Crewe Advisors
Utah
$101K +$421 +5 +0.4%
CAM
895
Chesapeake Asset Management
New York
$97.6K -$17.4K -206 -16%
PPC
896
Park Place Capital
Alabama
$96.8K +$52.5K +623 +134%
MMG
897
Monetary Management Group
Missouri
$95.3K
UIA
898
Ulland Investment Advisors
Minnesota
$95K
MCM
899
MV Capital Management
Maryland
$93.2K -$84 -1 -0.1%
LFASL
900
Lugano Financial Advisors SA (LFA)
Switzerland
$92.7K +$87.7K +1,041 New